Self-service BI in retail

Leveraging user adoption to change what BI can do for business

Challenge

Countering limited BI adoption levels

Data exploration and visualization proved to be a real challenge for one of our clients, a fashion retailer. Although the existing Business Intelligence implementation had been in place for over two years, business stakeholders were struggling to develop reports that better respond to their continuously evolving needs.

While their general feeling was that they needed a different BI tool, it soon became clear that our client’s BI struggles were not just about technology. The limited adoption level for the existing BI implementation within the organization turned out to be a second major threshold for effective deployment of a BI solution.

Approach

Building an engaged user community to obtain easy-to-share dashboards, entirely owned by our client

To provide our client with easily accessible self-service analytics, we proposed an implementation based on Tableau Online. But at the same time, we wanted to make sure that all end users get the power to benefit from Tableau's full range of capabilities.

That’s why, from the very start of the project, we focused on building an active user community. We worked closely with key stakeholders from different departments to develop an engaged group of power users, making them the ambassadors for a broad adoption of this new BI process within the organization. In our experience, such broad adoption is a critical element of any successful BI implementation. All power users got an in-depth Tableau training and started working on the implementation of new dashboards for a broader community (with our support). In parallel, we worked closely with the IT department to configure Tableau Online and have the new dashboards ready for use. Groups of end users were then trained by experienced power users, while we continued to provide these power users with support to ensure the new BI implementation kicked off successfully among the entire user community.

The interactive dashboards built in Tableau Online provide our client with insights on previously unanswered business questions, such as questions related to customer loyalty or the effectiveness of marketing campaigns. Aligned with our client’s IT strategy, these dashboards are fully hosted in the cloud so discoveries and insights can easily be shared with anyone within the organization. That’s a big step forward for our client, all the more since the power users in charge have taken ownership of these dashboards.

Impact

Changing what BI can do for business

The ability to translate data into relevant metrics and accurate business knowledge or the capability to build reports in 15 minutes, rather than 2 hours, are just a few examples of how this BI implementation has had a profound impact on our client’s organization.

Most important of all: this is not "our BI implementation." It's our client's BI implementation, enabled by successful project management on our part. We worked closely with our client, creating buy-in from all stakeholders throughout the company and supporting them to realize a future-proof BI deployment. A deployment that has changed our client’s belief in what BI can do for business.

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